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The AI Services Wave: Lessons from Palantir in The New Age of AI

Joe Lonsdale, Jack Moshkovich, Drew Oetting, Sebastian Caliri · 8VC ·

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Explains how embedded engineering and detailed workflow models can become reusable products. Extends the argument to integrated AI service providers.

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Limitations: Foundational operating-model essay; AI services is a broader category than acquisition holdcos.

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The AI Services Wave: Lessons from Palantir in The New Age of AI · AI Holding Company Research